SCP

Seizert Capital Partners Portfolio holdings

AUM $2.37B
1-Year Est. Return 17.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.6M
3
+$5.26M
4
ELV icon
Elevance Health
ELV
+$3.38M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$3.09M

Top Sells

1
+$20.5M
2
+$16.5M
3
+$13.3M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$12.9M
5
TT icon
Trane Technologies
TT
+$12.4M

Sector Composition

1 Technology 20.35%
2 Healthcare 17.58%
3 Financials 17.07%
4 Industrials 12.73%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
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